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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
501
High Note Wealth
Minnesota
$148K +$140K +587 New
ME
502
McIlrath & Eck
Washington
$146K +$7.41K +31 +6%
WSFS
503
Wilmington Savings Fund Society
Delaware
$144K -$239 -1 -0.2%
VWM
504
Venturi Wealth Management
Texas
$144K +$60.5K +253 +79%
RIL
505
Rothschild Investment LLC
Illinois
$141K +$1.43K +6 +1%
PTC
506
Private Trust Company
Ohio
$133K
HI
507
Harbour Investments
Wisconsin
$121K +$1.2K +5 +1%
ACM
508
Aster Capital Management
United Arab Emirates
$121K +$115K +481 New
MFG
509
Mendota Financial Group
Wisconsin
$115K -$47.1K -197 -30%
VCM
510
Versant Capital Management
Arizona
$115K +$21.3K +89 +24%
BTI
511
Blue Trust Inc
Georgia
$103K -$49.3K -206 -33%
NAAA
512
New Age Alpha Advisors
New York
$103K +$97.8K +409 New
SWM
513
Spire Wealth Management
Virginia
$101K -$83.4K -349 -46%
WWA
514
Wingate Wealth Advisors
Massachusetts
$99.1K +$94.2K +394 New
Walleye Capital
515
Walleye Capital
New York
$97.3K -$1.02M -4,265 -92%
CI Investments Inc
516
CI Investments Inc
Ontario, Canada
$97K +$22K +92 +31%
LFG
517
Larson Financial Group
Missouri
$95.6K -$717 -3 -0.8%
AF
518
Allworth Financial
California
$93.9K +$75.8K +317 +1,132%
BIG
519
Brooklyn Investment Group
New York
$92.5K +$4.3K +18 +5%
CA
520
CoreCap Advisors
Michigan
$91.8K +$66.2K +277 +315%
BC
521
Bayforest Capital
United Kingdom
$87.8K +$83.4K +349 New
CFD
522
Creative Financial Designs
Indiana
$80.2K -$9.09K -38 -11%
GRP
523
Global Retirement Partners
California
$80K +$67.4K +282 +783%
AAP
524
Arax Advisory Partners
Colorado
$79K +$5.74K +24 +8%
BF
525
BOK Financial
Oklahoma
$76.3K